Off the Road

Off the Road

Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment teams from afar as they deliver a wealth of useful technical and market-related content.

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Welcome to our 'Off the Road' series

Our 'On the Road' tour has been put on hold to help prevent the spread of COVID-19, so, instead of delivering content directly to you around the UK, we are now taking the tour ‘Off the Road’ and delivering a series of technical and investment webinars straight to your PC, so you can keep adding to your industry knowledge from home.

Whether new to the industry, or an experienced adviser looking for a refresher on some of the finer details, these sessions will put you in a strong position to help your clients at this difficult time.

We hope you’ll join us whilst working from home – it quite literally couldn’t be easier to get your hands on some structured CPD time.

About the day

United Kingdom

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Taking income in retirement
Rachel Vahey
Senior Technical Consultant
AJ Bell

Clients typically have a range of assets to support their cash and income needs in retirement. These include pension plans, ISAs, cash savings, investment funds or shares, business assets and buy-to-let properties.

In this webinar, Senior Technical Consultant Rachel Vahey will discuss why the order in which people take income from their savings is important – and how setting the order can help them both to reduce the amount of tax they pay in retirement, as well as to help ensure that, on death, they can pass any unused assets to their family in the most tax-efficient way.

About Rachel

SIPP v SSAS
Lisa Webster
Senior Technical Consultant
AJ Bell

Senior Technical Consultant Lisa Webster is back in the webinar limelight and this time she’s getting into the nitty gritty of SIPP v SSAS.

In this session, Lisa will look into what makes a SSAS - who the parties to it are, how it is established, how it operates and what makes it different to a SIPP. She'll investigate the unique investment opportunities offered by SSASs and explore group SIPP v SSAS for clients who want to pool funds to purchase property.

About Lisa

Ethical investing comes of age?
Laura Suter
Personal Finance Analyst
AJ Bell

Ethical investing, or ESG (‘Environmental, Social, and Governance’), has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise.

Our Personal Finance Analyst, Laura Suter, takes a look at what’s driving this trend, who the investors are who are backing these strategies and what their goals are. And as more money is drawn into ethical investing, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

COVID-19: Where are the markets now?
Ryan Hughes
Head of Active Portfolios
AJ Bell Investments

This week, Head of Active Portfolios Ryan Hughes takes a look at what has been happening to the global markets during these unprecedented times.

During this session, Ryan will cover the new policy announced by the Federal Reserve and where this all leaves the property market, before providing a roundup of his market outlook for the coming months.

 

About Ryan

Introduction to trusts
Charlene Young
Senior Technical Consultant
AJ Bell

Joining us for our next instalment of technical knowhow is Senior Technical Consultant Charlene Young.

During this session, Charlene will cover the main types of trusts, the key responsibilities of trustees and how different types of trusts are taxed. 

About Charlene

Active vs passive - the perennial debate
Speakers - Ryan Hughes & Matt Brennan
Heads of Active & Passive Portfolios
AJ Bell

Our Head of Active Portfolios, Ryan Hughes, and Head of Passive Portfolios, Matt Brennan, go head to head (or rather, screen to screen, in this new normal that we’re living in!) for the age-old active vs passive debate.

During this dual-presenter session, we’ll hear the case for active and passive management; discuss how to separate the skilful from the lucky; and examine why to take into consideration the importance of fund selection. To conclude, Matt and Ryan will provide their thoughts on what can be an emotive subject – where opinions are often presented as facts.

 

About Speakers

Tackling COVID
Mark Cueto
Commercial Director
Sale Sharks

For the run in to Christmas, we thought that it may be appropriate to try something a little different – something that possibly focuses less on the impact of annual allowance planning or the interplay between pensions and divorce.

With this in mind, we are changing direction a touch and extending a special invitation for all advisers who use AJ Bell Investcentre to attend an exclusive webinar with Sale Sharks.

Over the last year, we have all had to adapt in order to cope with the many challenges thrown up by the coronavirus. This inspirational webinar is an opportunity to see how members of an elite sporting team have tackled the very real challenges and obstacles that the virus has placed in their way.

In addition to a Q&A featuring Mark Cueto, Sam Hill, Josh Beaumont and Marland Yarde, you will be able to hear how the team has sought to keep team morale up during the pandemic. Plus some great tips for keeping a motivated mind set and staying fit during lockdown.

About Mark

Markets, interest rates and tax in 2021
Laith Khalaf
Financial Analyst
AJ Bell

Making his ‘Off the Road’ debut, our newest Financial Analyst, Laith Khalaf, will kick off next year’s webinar series with a look at markets, interest rates and tax in 2021.

During his session, Laith will look back at the themes of 2020 and consider how they might play out in 2021. He’ll also provide an overview of market performance, insight into expectations on interest rates and inflation, and dig into debt figures following the budget black hole.

About Laith

Centralised Retirement Propositions
Kevin Doran
Chief Investment Officer
AJ Bell Investments

Chief Investment Officer Kevin Doran is back and this time he’s looking at the case for Centralised Retirement Propositions (CRPs).

With over a third of those who take financial advice already in retirement, Kevin will talk us through client spending patterns in later life, longevity and sequencing risks – and how the pieces all fit together to build an investment strategy.

About Kevin

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Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
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Anya Gorton
Anya Gorton
Events Executive
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